Prepare the request and resolve its policy context before the approver acts.
Request Owner records the request number, name, business unit and amount. Select the intended route and assigned Approver, then attach the material needed to explain the request. Keep the request Draft while the owner settles the amount and supporting document.
Request Owner checks the prepared case and moves it from Draft to Submitted. Approval Coordinator can now inspect the handoff and identify outstanding questions. Submission asks the approval team to review the case; the later decision remains with the eligible Approver.
Approval Coordinator invokes route resolution for the selected revision. The workflow validates the request and ordered approver eligibility, snapshots the route version and requested amount, and records the operation and its step trace. It appends the state transition and moves the request into review.
Approval Coordinator checks the assigned person, recorded step and due date. Evidence Reviewer opens the supporting material. Resolve an expired delegation or unclear policy context before asking the Approver to decide, and retain the question with the request or its assigned follow-up.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.